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Kyle Newt Wardlaw

VICTORY FINANCIAL GROUP LLC·AUSTIN, Texas
Clean recordVICTORY FINANCIAL GROUP LLC
6500 RIVER PLACE BLVD., AUSTIN, TX 78730CRD# 5493299Firm CRD# 324943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Newt Wardlaw · AUSTIN, TX
Registration
CRD #5493299 · VICTORY FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle Newt Wardlaw is a registered financial advisor based in AUSTIN, Texas, affiliated with VICTORY FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VICTORY FINANCIAL GROUP LLC
VICTORY FINANCIAL
AUM
$289M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VICTORY FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5493299
Firm CRD# 324943
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle Newt Wardlaw offer?
Kyle Newt Wardlaw specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Kyle Newt Wardlaw's credentials?
Kyle Newt Wardlaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Newt Wardlaw located?
Kyle Newt Wardlaw is based in AUSTIN, Texas, working with VICTORY FINANCIAL GROUP LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Kyle Newt Wardlaw charge for services?
Kyle Newt Wardlaw's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VICTORY FINANCIAL GROUP LLC?
VICTORY FINANCIAL GROUP LLC has approximately 12 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VICTORY FINANCIAL GROUP LLC

Jeffrey Wayne Davidson
AUSTIN, TX

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Research
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